Consent

This site uses third party services that need your consent.

Skip to content
Renada

An Intro into Runbooks (CIPP)

An Intro into Rubooks (CIPP)

Summary

Robbie introduces runbooks in HaloPSA, demonstrating how to automate importing Microsoft 365 groups for clients using custom tables.

Highlights

  • 🎥 Robbie presents runbooks in HaloPSA.

  • ⚙️ Automating daily imports of 365 groups for clients.

  • 📊 Utilising a custom table to store group data.

  • 🔄 Iterating through clients and Azure tenants.

  • 🔧 Connecting HaloPSA with SIP for data retrieval.

  • 🗂️ Updating custom tables with group information.

  • ✔️ Successful data import showcased in the customer view.

Key Insights

  • 📈 Automation Efficiency: Runbooks streamline processes, reducing manual data entry and improving efficiency across client management tasks.

  • 🔗 Integration Capabilities: The ability to connect HaloPSA with SIP allows for seamless data exchange, enhancing overall service delivery.

  • 🗃️ Custom Table Functionality: Custom tables in HaloPSA provide flexibility in data organisation, enabling tailored solutions for varied client needs.

  • 🔄 Iterative Processes: By iterating through clients and Azure tenants, the runbook ensures comprehensive data collection, accommodating multiple scenarios.

  • 🔍 Error Handling: Implementing fault tolerance in runbooks prevents complete failures, allowing for continued processing despite isolated issues.

  • 📊 Data Visualisation: The successful display of imported data in custom tables aids in client tracking and management, enhancing operational oversight.

  • 🛠️ Scalability: This runbook approach can be adapted for larger datasets and more complex integrations as business needs evolve.

Founder & Consultant.
author Connor Fagan Founder & Consultant

Related Tutorials

HaloPSA - Awaiting Review - Invoices Connor discusses the improvements in the HaloPSA “Awaiting Review” feature for invoices, detailing how to categorise and review billable ticket time effectively. View
HaloPSA | CRM Notes | QBR Reviews? Connor Fagan discusses the importance of QBRs and CRM notes in Halo, advocating for their effective use to enhance client relationships. View
End User Closure Confirmation and Ticket Hold Reminders in HaloPSA This video discusses the importance of end user closure confirmation and ticket hold reminders in HaloPSA to enhance help desk efficiency. View
We have the pleasure of working with Renada, a HaloPSA consultant company, and I must say, the experience is nothing short of outstanding.
TeamTel Google Logo

Our Core Services

Offering support to enable sustainable success for your organisation.

Consultation Harness the transformative potential of an agnostic advice tailored to your unique business needs. From PSA implementation to ongoing support, our exceptional consultation services pave the way for extraordinary success. Find out more
Virtual Admin Let us handle the technical heavy lifting. Our expert team builds solutions, creates powerful reports and dashboards, and develops automated integrations - giving you more time to focus on what matters most: your clients. Find out more
Product Onboarding We understand that the first steps in adopting a new product can be daunting, we are here to guide you through every stage of the process with precision and clarity. From initial setup to advanced features, maximise the value of your product from day one. Find out more
Virtual Chief Technology Officer (vCTO) Benefit from a remote and adaptable technology expert to seamlessly combine strategic guidance and effective leadership to propel your business to new heights and empower your organisation’s technology ability. Find out more
Where to next? Get the cutting-edge tools to support your MSP business. Contact us today to receive a bespoke quote tailored to your specific needs.
Get a Custom Quote View All Services